SiVest Group

Firsthand Capital Management as of March 31, 2023

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 46 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roku Common Stock (ROKU) 15.0 $14M 210k 65.82
Wolfspeed Common Stock (WOLF) 13.4 $12M 190k 64.95
Cloudflare Common Stock (NET) 5.4 $4.9M 80k 61.66
Enphase Energy Common Stock (ENPH) 5.3 $4.8M 23k 210.28
SolarEdge Technologies Common Stock (SEDG) 4.6 $4.3M 14k 303.95
Chegg Common Stock (CHGG) 4.6 $4.2M 260k 16.30
PagerDuty Common Stock (PD) 4.6 $4.2M 120k 34.98
Kratos Defense & Security Solutions Common Stock (KTOS) 4.5 $4.2M 310k 13.48
Zscaler Common Stock (ZS) 3.8 $3.5M 30k 116.83
DocuSign Common Stock (DOCU) 3.8 $3.5M 60k 58.30
Netflix Common Stock (NFLX) 3.8 $3.5M 10k 345.48
Domo Common Stock (DOMO) 3.5 $3.3M 230k 14.19
Palo Alto Networks Common Stock (PANW) 3.3 $3.0M 15k 199.74
monday.com Common Stock (MNDY) 3.1 $2.9M 20k 142.75
Bill.com Holdings Common Stock (BILL) 2.6 $2.4M 30k 81.14
Workday Common Stock (WDAY) 2.2 $2.1M 10k 206.54
Twilio Common Stock (TWLO) 2.2 $2.0M 30k 66.63
MongoDB Common Stock (MDB) 1.3 $1.2M 5.0k 233.12
First Solar Common Stock (FSLR) 1.2 $1.1M 5.0k 217.50
Tesla Motors Common Stock (TSLA) 1.1 $1.0M 5.0k 207.46
Fastly Common Stock (FSLY) 1.0 $888k 50k 17.76
Okta Common Stock (OKTA) 0.9 $862k 10k 86.24
Quanta Services Common Stock (PWR) 0.9 $833k 5.0k 166.64
ON Semiconductor Corp. Common Stock (ON) 0.9 $823k 10k 82.32
PayPal Holdings Common Stock (PYPL) 0.8 $759k 10k 75.94
ChargePoint Holdings Common Stock (CHPT) 0.7 $628k 60k 10.47
Corning Common Stock (GLW) 0.6 $581k 17k 35.28
Nano Dimension Common Stock (NNDM) 0.6 $578k 200k 2.89
EVgo Common Stock (EVGO) 0.5 $467k 60k 7.79
Enovix Corporation Common Stock (ENVX) 0.5 $447k 30k 14.91
Tempo Automation Common Stock (TMPOQ) 0.5 $422k 520k 0.81
SunPower Corp. - Class B Common Stock (SPWR) 0.4 $414k 30k 13.84
Itron Common Stock (ITRI) 0.3 $309k 5.6k 55.45
STMicroelectronics N.V. - Common Stock (STM) 0.3 $268k 5.0k 53.49
Aspen Aerogels Common Stock (ASPN) 0.3 $261k 35k 7.45
Abb Common Stock (ABBNY) 0.3 $240k 7.0k 34.30
Sunnova Energy International Adr (NOVA) 0.3 $234k 15k 15.62
Sunrun Common Stock (RUN) 0.3 $234k 12k 20.15
Koninklijke Common Stock (PHG) 0.2 $200k 11k 18.35
Lesaka Technologies Common Stock (LSAK) 0.2 $144k 30k 4.80
Coursera Common Stock (COUR) 0.1 $115k 10k 11.52
Astra Space Common Stock 0.1 $85k 200k 0.42
CytoDyn Adr (CYDY) 0.1 $80k 223k 0.36
Orion Energy Systems Common Stock (OESX) 0.0 $28k 14k 2.03
Curaleaf Holdings Common Stock (CURLF) 0.0 $28k 10k 2.81
Swvl Holdings Corp Warrant Common Stock (SWVLW) 0.0 $277.326400 13k 0.02